Panoramic Investment Advisors, LLC Vanguard Energy ETF Transaction History
Panoramic Investment Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 2,777 shares of VDE stock, worth $331,212. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,777
Previous 2,837
2.11%
Holding current value
$331,212
Previous $374 Million
8.96%
% of portfolio
0.23%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding VDE
# of Institutions
675Shares Held
22MCall Options Held
101KPut Options Held
18.9K-
Bank Of America Corp Charlotte, NC2.42MShares$289 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.7MShares$203 Million0.02% of portfolio
-
Ubs Group Ag1.33MShares$158 Million0.04% of portfolio
-
Wealthfront Advisers LLC993KShares$118 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$118 Million0.03% of portfolio